Add a Checklist to Service Management Issues for certain Issue types or Request types
Add Checklist for certain Request types or Issue types in Jira Service Management ⚡️
☝🏼IMPORTANT NOTE: Automations using entity properties no longer work with the Forge app. Please update your setup to use the Checklists custom field instead.
Learn more → Migrating Smart Checklist to Forge
Issue types can have several Request types. To be sure that you specify the right condition in the automation rule - check whether you want to add a Checklist to the Issue type or Request type. To check what Issue/Request types you have, go to the Project Settings → Issue types/Request types.
In the example below, you can see that issue type New Feature has two Request types: Suggest a new feature and Suggest improvement:
Go to Project Settings → Automation → click Create rule:
Automation in Project Settings
Create a trigger
2.1. Choose Work item created
2.2. Click Next
Specify Issue type or Request type
3.1. Add component: Add a condition
3.2. Choose JQL condition
3.3. Add filter per Issue/Request Type
If you need to add a Checklist to the Issue Type with any Request Type 👉🏻 | issuetype = "New feature" |
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If you need to add a Checklist to the specific Request Type 👉🏻 | issuetype = "Submit a request or incident" AND "Request Type" = "Suggest a new feature"
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To make sure that JQL query is valid click “Validate query“ | |
Success ✅ | |
JQL is invalid ❌ |
3.4. Click Next
Add a Checklist
4.1. Add component: New action
4.2. Choose Edit work item
4.3. Fill in the fields with the following values:
Choose fields to set | Checklists |
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Add Checklist items in Markdown formatting 👉🏻 | - pass the request to the team
- check if the feature is possible to implement |
Add Checklist template 👉🏻 | {{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}} 💡HINT: Read more about templates automation here → Use Templates in Automations |
4.4. Click Next
Name your new Automation and Turn it on
Name and turn on the automation
You're done! Now, every time a New feature Issue is created, a proper Checklist will be added to Jira Service Management Issues🎉